WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$7.27M
3
+$6.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.29M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.71M

Top Sells

1
+$8.64M
2
+$2.69M
3
+$1.92M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$667K

Sector Composition

1 Technology 10.44%
2 Financials 5.97%
3 Healthcare 5.04%
4 Consumer Discretionary 3.96%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$279K 0.02%
2,137
+60
377
$278K 0.02%
2,964
-191
378
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13,125
+63
379
$275K 0.02%
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380
$274K 0.02%
54,615
381
$267K 0.02%
4,489
+108
382
$266K 0.02%
2,822
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383
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5,266
+107
384
$266K 0.02%
7,193
-58
385
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2,898
386
$265K 0.02%
7,656
+32
387
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6,826
-15
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4,318
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389
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390
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391
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393
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-647
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395
$254K 0.02%
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+1,226
396
$253K 0.02%
1,477
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397
$253K 0.02%
2,344
-2,960
398
$247K 0.02%
23,000
399
$246K 0.02%
3,268
-2,166
400
$244K 0.02%
9,780
+49
14 15
16
17 18